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Epicenter in the 2022 Travers
The Travers Stakes or MidSummer Derby has always marked time passing - good times. We attended the race in 1987 (won by Java Gold) and 1985 (won by Chief’s Crown) (or 1986 (won by Wise Times)). Let’s...
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Emaraaty in the 2022 Baruch
Have I never written up a Bernard Baruch Stakes? I guess not. Funny, as Baruch Bernard is one of our pseudonymous reporters! Without further adieu or adoo .. here goo’sSept 5 2022 - Another year,...
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Interest rates stir the pot
By Jake Vaughan for Progressive GaugeAt times the markets and the Federal interest rate setters become eEntangled in a feedback loop of consequence. Interest rates highly influence both bonds and...
View ArticleThinking back on some favorites
Shown here - Whitmore in the Breeder's Sprint2020 was a Plague Year. And I think it was a year where I turned to horse racing for excitement amid solace enforced. I developed a host list of favorites...
View ArticleData Data Data: I READ THE NEWS TODAY TEST
Data Data Data: I READ THE NEWS TODAY TEST: Awesome! New from Neo4j It's the graph, stupid! - Writes George A on VB: These days people increasingly understand what graph databases ...
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This is how it works
https://home.treasury.gov/system/files/261/FSOC-Digital-Assets-Report-2022.pdfThe density of connections between Crypto players is graphically depicted in an October report by the Financial Stability...
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Predictive fails of 2022 per Barry Ritholt
Barry Ritholtz@ritholtz·Nov 182022 Narrative #fails The Billionaire GeniusSBF, FTX & Alameda ResearchTech Dominance & the New EconomyThe Fed Put60/40 is deadDeFi Will Replace...
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RITHOLTZ and BOAZ and THE UNKNOWNS
The Former Suffolk Down in the Fog RITHOLTZ: ... You’ve discussed multiple problems in multiple areas taking place at the same time. How do you distinguish between what’s a genuine risk, what’s a known...
View ArticleDec 5 bounces down - Some see upside exhaustion
On Dec 5 pullback: Katie 'Elf' Stockton:I'M NOT ENTIRELY CONVINCED THIS IS THE START OF THE REVERSAL OF DOWN, BUT IT CERTAINLY DOESN'T HELP THE INDICATORS - WE HAVE SHORT-TERM MOMENTUM FALLING...
View ArticleBlackRock Weekly Commentary Sees Recession- Notes Points to Ponder
Blackrock has a Weekly Commentary, which is lucid. Whehter you like the vision or not.Here is a recent one!The new playbook calls for a continuous reassessment of how much of the economic damage being...
View ArticleMark Fisher, MBF Clearing Corp., Commodities Guy
>> I HATE PICKING BOTTOMS ORTOPS BECAUSE YOU GET YOURSELF INTROUBLE.BUT TODAY WAS TOO IRRESISTIBLEBECAUSE THE SETUP WAS TOO GOODWE BROUGHT CRUDE, I'M SURENATURAL GAS, WE BOUGHTEVERYTHING...
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Excitng runners of 2022 : Cavalcade
Rated R SuperStar in the end of year Jeffrey Hawk Mem.Noting here some of the fine steeds that competed energetically in the year now closing. Recalling some sparkling events, and some veteran...
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As the Year Turns
A general set of key metrics that influence investment planning are pretty well agreed upon - if you go by the end-of-year items in Barrons and other outlets. I will focus on two sets of prognosticatto...
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China’s future isnt what it used to be
Predictions gain currency, set the tone for many decisions, gain some experiential backing, then, things may change.That’s what’s going on with predictions of China’s economic future and which is...
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What Oh says he can see
When Steven Oh, Global Head of Fixed Income at PineBridge Investments, talked about the economy, interest rates, and inflation, I listened. It was January the 24th, and everyone was feeling fine. Oh...
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Inversion signals market expectations
The gap between yields on two-year and 10-year notes was last inverted at minus 79.7 bps, from Tuesday's peak.Things moving in a new direction but hard to define. I keep learning more about bonds, tho...
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